The future of the industry means delivering on strategies that meet modern consumer needs. Is your credit union prepared?

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When it comes to digital strategies, simply having an online and mobile presence isn’t enough.

Natasha Chilingerian

Natasha has served as managing editor for CU Times since March 2015. She also served as a communications specialist for Xceed Financial Credit Union in Los Angeles from 2013-2015, and as a CU Times freelancer from 2011-2013. She has been a professional writer for more than 13 years, specializing in news and lifestyle journalism as well as marketing copywriting for companies in the finance and technology space.

This white paper outlines four services that clients of credit union advisors might be missing out on, how to can broach the need for these services with your clients, and tips to help you prospect new clients and gain greater wallet share of existing clients.